Invesco Global Consumer Trends Fund*

 

 

 

*The Invesco Global Leisure Fund has been renamed to the Invesco Global Consumer Trends Fund since 6 December 2018.

Important information

  • The Fund invests in an international portfolio of investments in companies predominantly engaged in the design, production or distribution of products and services related to the discretionary consumer needs of individuals.
  • Investors should note the concentration risk of investing in companies predominantly engaged in the design, production or distribution of products and services related to the leisure time activities of individuals, currency exchange risk, equities risk, volatility risk, and general investment risk.
  • Financial derivative instruments (FDI) may be used for efficient portfolio management purposes or to hedge or reduce the overall risk of investments. Risks associated with FDI include counterparty/credit risk, liquidity risk, valuation risk, volatility risk and over-the-counter transaction risk. The leverage element/component of a FDI can result in a loss significantly greater than the amount invested in the FDI by the Fund. Exposure to FDI may lead to a high risk of significant loss by the Fund.
  • The value of the Fund can be volatile and could go down substantially.
  • Investors should not base their investment decision on this material alone.

Global economic expansion drives sustainable growth in consumption

As the global economy continues to grow and unemployment rate remains low, consumer industries have clearly benefited from the increase in purchasing power.

With the introduction of new technology, consumer habits are rapidly changing, bringing new and exciting consumption-led trends.

From an investment perspective, consumer trend sectors are outperforming other sectors

The Fund seeks to benefit from consumer trends

The Fund invests in long-term secular growth areas that are benefitting from technological advancement and changes in consumer habits, including Mobile Devices, E-Commerce, Social Media & Online Advertising, Digital Media, Video Games and Music. 

From a cyclical perspective, the Fund is positioned to capture opportunities in US Housing and Cruise Lines.


Long-term Positioning

 


Cyclical Positioning

 

Source : Invesco, for illustrative purpose only, as of October 2018

Research-driven investment approach yields remarkable results


Important information

Investment involves risks. Past performance is not indicative of future performance. Investors should read the relevant prospectus for details, including the risk factors and product features. This material has not been reviewed by the Securities and Futures Commission and is issued by Invesco Asset Management Asia Limited (景順投資管理亞洲有限公司).

All data (including fund and reference index performances) is sourced from Invesco unless otherwise stated.

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